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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,638 | $99,201+1.4% | $96,544+4.2% | $74,473+35.1% |
| Participation rate | 99.4% | 80.7%+18.7pp | 76.0%+23.4pp | 70.7%+28.7pp |
| Annual return | 8.46% | 22.40%-13.9pp | 25.88%-17.4pp | 34.36%-25.9pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,966-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |